Food Distribution
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4 / 10Stock Comparison
AVO vs SYY vs USFD vs CHEF
Revenue, margins, valuation, and 5-year total return — side by side.
Food Distribution
Food Distribution
Food Distribution
AVO vs SYY vs USFD vs CHEF — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Food Distribution | Food Distribution | Food Distribution | Food Distribution |
| Market Cap | $942M | $34.91B | $19.16B | $3.28B |
| Revenue (TTM) | $1.34B | $83.57B | $39.68B | $4.26B |
| Net Income (TTM) | $33M | $1.74B | $677M | $79M |
| Gross Margin | 12.0% | 18.5% | 17.4% | 24.3% |
| Operating Margin | 4.8% | 3.6% | 3.1% | 3.8% |
| Forward P/E | 20.2x | 15.9x | 18.2x | 36.8x |
| Total Debt | $201M | $14.49B | $5.72B | $1.18B |
| Cash & Equiv. | $65M | $1.07B | $41M | $121M |
AVO vs SYY vs USFD vs CHEF — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Oct 20 | May 26 | Return |
|---|---|---|---|
| Mission Produce, In… (AVO) | 100 | 100.8 | +0.8% |
| Sysco Corporation (SYY) | 100 | 131.8 | +31.8% |
| US Foods Holding Co… (USFD) | 100 | 415.7 | +315.7% |
| The Chefs' Warehous… (CHEF) | 100 | 594.2 | +494.2% |
Price return only. Dividends and distributions are not included.
Quick Verdict: AVO vs SYY vs USFD vs CHEF
Each card shows where this stock fits in a portfolio — not just who wins on paper.
AVO carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 3 yrs, beta 0.32
- Rev growth 12.7%, EPS growth 1.9%, 3Y rev CAGR 10.0%
- Lower volatility, beta 0.32, Low D/E 32.4%, current ratio 1.95x
- Beta 0.32, current ratio 1.95x
SYY is the #2 pick in this set and the best alternative if valuation efficiency is your priority.
- PEG 0.29 vs AVO's 3.82
- Lower P/E (15.9x vs 36.8x)
- 2.8% yield; 37-year raise streak; the other 3 pay no meaningful dividend
- 6.4% ROA vs AVO's 3.3%, ROIC 15.7% vs 7.2%
USFD plays a supporting role in this comparison — it may shine differently against other peers.
CHEF is the clearest fit if your priority is long-term compounding.
- 373.1% 10Y total return vs USFD's 248.8%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 12.7% revenue growth vs SYY's 3.2% | |
| Value | Lower P/E (15.9x vs 36.8x) | |
| Quality / Margins | 2.5% margin vs USFD's 1.7% | |
| Stability / Safety | Beta 0.32 vs CHEF's 0.63, lower leverage | |
| Dividends | 2.8% yield; 37-year raise streak; the other 3 pay no meaningful dividend | |
| Momentum (1Y) | +29.8% vs SYY's +6.4% | |
| Efficiency (ROA) | 6.4% ROA vs AVO's 3.3%, ROIC 15.7% vs 7.2% |
AVO vs SYY vs USFD vs CHEF — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
AVO vs SYY vs USFD vs CHEF — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
SYY leads in 2 of 6 categories
CHEF leads 1 • AVO leads 0 • USFD leads 0 • 3 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
Evenly matched — AVO and CHEF each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
SYY is the larger business by revenue, generating $83.6B annually — 62.6x AVO's $1.3B. Profitability is closely matched — net margins range from 2.5% (AVO) to 1.7% (USFD). On growth, CHEF holds the edge at +11.4% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $1.3B | $83.6B | $39.7B | $4.3B |
| EBITDAEarnings before interest/tax | $91M | $4.0B | $1.6B | $419M |
| Net IncomeAfter-tax profit | $33M | $1.7B | $677M | $79M |
| Free Cash FlowCash after capex | $38M | $2.0B | $848M | $81M |
| Gross MarginGross profit ÷ Revenue | +12.0% | +18.5% | +17.4% | +24.3% |
| Operating MarginEBIT ÷ Revenue | +4.8% | +3.6% | +3.1% | +3.8% |
| Net MarginNet income ÷ Revenue | +2.5% | +2.1% | +1.7% | +1.9% |
| FCF MarginFCF ÷ Revenue | +2.9% | +2.4% | +2.1% | +1.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | -16.6% | +4.7% | +2.8% | +11.4% |
| EPS Growth (YoY)Latest quarter vs prior year | -118.2% | -13.4% | +6.1% | +60.0% |
Valuation Metrics
SYY leads this category, winning 5 of 7 comparable metrics.
Valuation Metrics
At 19.5x trailing earnings, SYY trades at a 59% valuation discount to CHEF's 47.8x P/E. Adjusting for growth (PEG ratio), SYY offers better value at 0.36x vs AVO's 4.76x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $942M | $34.9B | $19.2B | $3.3B |
| Enterprise ValueMkt cap + debt − cash | $1.1B | $48.3B | $24.8B | $4.3B |
| Trailing P/EPrice ÷ TTM EPS | 25.09x | 19.54x | 29.55x | 47.82x |
| Forward P/EPrice ÷ next-FY EPS est. | 20.15x | 15.88x | 18.20x | 36.79x |
| PEG RatioP/E ÷ EPS growth rate | 4.76x | 0.36x | — | — |
| EV / EBITDAEnterprise value multiple | 10.16x | 11.58x | 14.67x | 18.73x |
| Price / SalesMarket cap ÷ Revenue | 0.68x | 0.43x | 0.49x | 0.79x |
| Price / BookPrice ÷ Book value/share | 1.53x | 19.23x | 4.64x | 6.12x |
| Price / FCFMarket cap ÷ FCF | 25.33x | 19.60x | 19.98x | 37.32x |
Profitability & Efficiency
Evenly matched — AVO and SYY each lead in 4 of 9 comparable metrics.
Profitability & Efficiency
SYY delivers a 80.7% return on equity — every $100 of shareholder capital generates $81 in annual profit, vs $5 for AVO. AVO carries lower financial leverage with a 0.32x debt-to-equity ratio, signaling a more conservative balance sheet compared to SYY's 7.81x. On the Piotroski fundamental quality scale (0–9), USFD scores 7/9 vs SYY's 5/9, reflecting strong financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | +5.5% | +80.7% | +15.3% | +13.5% |
| ROA (TTM)Return on assets | +3.3% | +6.4% | +4.8% | +4.1% |
| ROICReturn on invested capital | +7.2% | +15.7% | +9.3% | +7.7% |
| ROCEReturn on capital employed | +8.6% | +19.0% | +12.0% | +10.2% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 5 | 7 | 7 |
| Debt / EquityFinancial leverage | 0.32x | 7.81x | 1.33x | 1.95x |
| Net DebtTotal debt minus cash | $136M | $13.4B | $5.7B | $1.1B |
| Cash & Equiv.Liquid assets | $65M | $1.1B | $41M | $121M |
| Total DebtShort + long-term debt | $201M | $14.5B | $5.7B | $1.2B |
| Interest CoverageEBIT ÷ Interest expense | 10.85x | 4.35x | 3.94x | 3.92x |
Total Returns (Dividends Reinvested)
CHEF leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in CHEF five years ago would be worth $24,950 today (with dividends reinvested), compared to $6,700 for AVO. Over the past 12 months, AVO leads with a +29.8% total return vs SYY's +6.4%. The 3-year compound annual growth rate (CAGR) favors CHEF at 32.1% vs SYY's 1.3% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | +14.9% | +1.9% | +16.4% | +28.8% |
| 1-Year ReturnPast 12 months | +29.8% | +6.4% | +25.7% | +29.6% |
| 3-Year ReturnCumulative with dividends | +11.6% | +4.0% | +125.7% | +130.5% |
| 5-Year ReturnCumulative with dividends | -33.0% | -3.9% | +114.1% | +149.5% |
| 10-Year ReturnCumulative with dividends | -3.6% | +82.2% | +248.8% | +373.1% |
| CAGR (3Y)Annualised 3-year return | +3.7% | +1.3% | +31.2% | +32.1% |
Risk & Volatility
Evenly matched — AVO and CHEF each lead in 1 of 2 comparable metrics.
Risk & Volatility
AVO is the less volatile stock with a 0.32 beta — it tends to amplify market swings less than CHEF's 0.63 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. CHEF currently trades 99.4% from its 52-week high vs SYY's 79.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.32x | 0.47x | 0.50x | 0.63x |
| 52-Week HighHighest price in past year | $15.53 | $91.69 | $102.13 | $80.79 |
| 52-Week LowLowest price in past year | $10.00 | $68.19 | $66.89 | $53.20 |
| % of 52W HighCurrent price vs 52-week peak | +85.6% | +79.5% | +85.1% | +99.4% |
| RSI (14)Momentum oscillator 0–100 | 47.3 | 41.7 | 51.0 | 75.7 |
| Avg Volume (50D)Average daily shares traded | 925K | 4.7M | 2.2M | 471K |
Analyst Outlook
SYY leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Analyst consensus: AVO as "Buy", SYY as "Buy", USFD as "Buy", CHEF as "Buy". Consensus price targets imply 42.9% upside for AVO (target: $19) vs 3.7% for CHEF (target: $83). SYY is the only dividend payer here at 2.80% yield — a key consideration for income-focused portfolios.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | $19.00 | $90.44 | $108.33 | $83.33 |
| # AnalystsCovering analysts | 6 | 30 | 25 | 15 |
| Dividend YieldAnnual dividend ÷ price | — | +2.8% | — | — |
| Dividend StreakConsecutive years of raises | 3 | 37 | 0 | 1 |
| Dividend / ShareAnnual DPS | — | $2.04 | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +0.6% | +3.6% | +5.1% | +0.5% |
SYY leads in 2 of 6 categories (Valuation Metrics, Analyst Outlook). CHEF leads in 1 (Total Returns). 3 tied.
AVO vs SYY vs USFD vs CHEF: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is AVO or SYY or USFD or CHEF a better buy right now?
For growth investors, Mission Produce, Inc.
(AVO) is the stronger pick with 12. 7% revenue growth year-over-year, versus 3. 2% for Sysco Corporation (SYY). Sysco Corporation (SYY) offers the better valuation at 19. 5x trailing P/E (15. 9x forward), making it the more compelling value choice. Analysts rate Mission Produce, Inc. (AVO) a "Buy" — based on 6 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — AVO or SYY or USFD or CHEF?
On trailing P/E, Sysco Corporation (SYY) is the cheapest at 19.
5x versus The Chefs' Warehouse, Inc. at 47. 8x. On forward P/E, Sysco Corporation is actually cheaper at 15. 9x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Sysco Corporation wins at 0. 29x versus Mission Produce, Inc. 's 3. 82x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — AVO or SYY or USFD or CHEF?
Over the past 5 years, The Chefs' Warehouse, Inc.
(CHEF) delivered a total return of +149. 5%, compared to -33. 0% for Mission Produce, Inc. (AVO). Over 10 years, the gap is even starker: CHEF returned +373. 1% versus AVO's -3. 6%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — AVO or SYY or USFD or CHEF?
By beta (market sensitivity over 5 years), Mission Produce, Inc.
(AVO) is the lower-risk stock at 0. 32β versus The Chefs' Warehouse, Inc. 's 0. 63β — meaning CHEF is approximately 99% more volatile than AVO relative to the S&P 500. On balance sheet safety, Mission Produce, Inc. (AVO) carries a lower debt/equity ratio of 32% versus 8% for Sysco Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — AVO or SYY or USFD or CHEF?
By revenue growth (latest reported year), Mission Produce, Inc.
(AVO) is pulling ahead at 12. 7% versus 3. 2% for Sysco Corporation (SYY). On earnings-per-share growth, the picture is similar: US Foods Holding Corp. grew EPS 45. 5% year-over-year, compared to -4. 1% for Sysco Corporation. Over a 3-year CAGR, CHEF leads at 16. 7% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — AVO or SYY or USFD or CHEF?
Mission Produce, Inc.
(AVO) is the more profitable company, earning 2. 7% net margin versus 1. 7% for US Foods Holding Corp. — meaning it keeps 2. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: AVO leads at 5. 1% versus 3. 1% for USFD. At the gross margin level — before operating expenses — CHEF leads at 24. 2%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is AVO or SYY or USFD or CHEF more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Sysco Corporation (SYY) is the more undervalued stock at a PEG of 0. 29x versus Mission Produce, Inc. 's 3. 82x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Sysco Corporation (SYY) trades at 15. 9x forward P/E versus 36. 8x for The Chefs' Warehouse, Inc. — 20. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for AVO: 42. 9% to $19. 00.
08Which pays a better dividend — AVO or SYY or USFD or CHEF?
In this comparison, SYY (2.
8% yield) pays a dividend. AVO, USFD, CHEF do not pay a meaningful dividend and should not be held primarily for income.
09Is AVO or SYY or USFD or CHEF better for a retirement portfolio?
For long-horizon retirement investors, Sysco Corporation (SYY) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
47), 2. 8% yield). Both have compounded well over 10 years (SYY: +82. 2%, CHEF: +373. 1%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between AVO and SYY and USFD and CHEF?
Both stocks operate in the Consumer Defensive sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
SYY pays a dividend while AVO, USFD, CHEF do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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